+73.2%
CVE vs ZBRA
+31.6%
+41.6%
-49.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.5% | -2.8% | -1.6% |
| 7D | +2.5% | +1.8% | +0.7% | +2.1% |
| 30D | +16.7% | -1.7% | +18.4% | +17.0% |
| 3M | +9.3% | +47.8% | -38.5% | -0.4% |
| 6M | +43.6% | +56.7% | -13.1% | +28.3% |
| YTD | +93.6% | +49.4% | +44.2% | +73.6% |
| 1Y | +98.8% | +16.5% | +82.2% | +91.4% |
| All | +73.2% | +31.6% | +41.6% | +56.8% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 3y: compounded portfolio wealth divided by compounded ZBRA wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
3y analysis · Full analysis span regression · 6 months rolling